PI INDS

4% 💚💚

NEW 52WK HIGH

3280

JINDAL POLY

New 52wk High

1048 🎯🎯

NAZARA TECH

COOLING OFF FROM RECENT HIGHS 1988

BUYING OPPORTUNITY

CMP - 1852

Support@ 1790 /1740

Just Dial

992

Last we added @ 980/915

Only for patience holder its buying opportunity

DECCAN CEMEMT

NEW 52WK HIGH TODAY # 745

Now Came Down due to mkts

NIFTY

VIEW GIVEN WHEN NEAR HIGH

NOW - RETEST SUPPORT ZONE OF 15600

If we close below 15600 high chances Nifty can Retest 15430 -15400 zone also

THOSE WHO BOOKED PROFITS AT HIGHER LEVELS Keep adding urs Fav Picks in Fall

TODAY IS BUYING OPPORTUNITY

SADBHAV ENGG

CMP - 70.50

Days Low - 70

SUPPORT @ 68/63

ADD ON ALL DIPS & CMP also

THOSE HAVING PATIENCE CAN RIPE INFRA UPMOVE in coming DAYS

TEST LEVELS- 90/100/111/130++

TF - 2/3/4/6 months

S/L - 59 on CBSL or As per Risk

If we are above 15600 till then no Tension.

Start Accumulating Quality Stocks.


Remember concept of 🔴 & 🟢 & Quality.

OUR

CONCEPT

❤️ Red & 💚Green

QUALITY # Conviction # Patience & Proper POSITION SIZING

One More Stock Added In PAISA DOUBLE CLUB

BIRLA CORP

6.5%💚💚

NEW 52WK HIGH

1429

643 TO 1429 ✅

1500/ 1800++ coming 🔜🔜

ASIAN PAINTS

GOOD NUMBERS 👍

NEXT TEST LEVELS # 3300/3600/4242++

TF - 6/12/18 Months

Asian paints

New 52wk High

3179

MASTEK

CONCALL NOTES 📝

" Striving to become major digital transformation player from India for Global market."

Hilights

🔆New CEO Hiral Chandrana, who was working in Wipro for last 14 years.

🔆 Order backlog has grown at 54% and the pipeline is exceeding all the estimated numbers

🔆4300 employees across 41 countries.

🔆More than 80% of business is in cloud and digital.

Financials

Geographic distribution

UK business grown by 43% YoY.
US business grown by 20% due to oracle erp cloud services
Middle East is lower by 19.5% YoY

🔆 Gross cash stood at Rs. 960 crores

🔆Added Rs. 115 crores in free cashflow due to strong collection.


Public sector

🔆Pipeline has grown in a healthy manner

🔆 Healcare space helped rhe Company to ride the momentum

🔆 Added few headcount to increase sales force coverage.

US 🇺🇸 MARKETS :

🔆 Company has strength in Retail & Manufacturing. Company will focus towards Healthcare & Lifesciences space.

🔆 Company is providing quality care to local hospital agencies.

🔆Added new logos and customers have been coming from diversified verticles


OVERALL STRATEGY

Company's Focus towards building capability, leadership & synergy

1. Hiring 520 people in this quarter

2. Building digital capabilities by training the new employee.

3. Building the marketing sales engine. Adding 40 to 50 customers every quarter.


🔆There is business transformation which driven by digital demand and application and enterprise service which includes Cloud and ERP

🔆 Intelligent transformation includes elements like analytics of data and AI come into play

🔆 Experience transformation includes D2X services

GAP ANALYSIS

🔆 Company is still looking the areas which needs to be focused and transformed.

🔆Marketing is the area where the company is focusing to strengthen

TAILWINDS

🔆Digital transformation in the towards Digitalization of citizen services is ensuring that the demand will be generated in UK business esp in NHRC space

🔆 Same trend is expected in enterprise business where there is a demand of digital services to increase efficiency.

Organic and Inorganic growth aspects

🔆Organic growth: Company is seeing signs of diversification beyond retail and manufacturing.

Another area in focus is financial business

🔆Inorganic: Company is evaluating some AI companies.

Last Concall OF MASTEK

GLAND PHARMA GOOD NUMBERS THOUGHT OTHER INCOME IS BIT HIGHER